dmertz
Level 15

Get your taxes done using TurboTax

What is the code in box 7 of the Form 1099-R that you have entered for this distribution?

Is the IRA/SEP/SIMPLE box marked?

Are you actually seeing a nonzero amount on Schedule 2 line 8?

 

Form 5329 is for reporting 9 different things that are subject to an additional tax.  Only one of these things is an early distribution from a retirement plan.